+359.1%
MUU vs TAP
-13.1%
+372.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.8% |
| 7D | +43.7% | -6.3% | +50.0% | +31.3% |
| 30D | -37.2% | +2.7% | -39.9% | -32.0% |
| 3M | -36.1% | -3.7% | -32.4% | -35.7% |
| 6M | -35.7% | -2.0% | -33.7% | -28.0% |
| YTD | +264.0% | -12.3% | +276.3% | +303.0% |
| 1Y | +359.1% | -10.1% | +369.2% | +388.7% |
| All | +359.1% | -13.1% | +372.1% | +388.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TAP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling